XLV vs IXJ

Both XLV and IXJ are ETFs. XLV has a higher 5-year return than IXJ (11.04% vs 9.16%). XLV has a lower expense ratio than IXJ (0.13% vs 0.46%). Below is the comparison between XLV and IXJ.

IXJ XLV
Segment Equity: Global Health Care Equity: U.S. Health Care
Issuer BlackRock State Street Global Advisors
Net Assets $2.19B $25.75B
Expense Ratio 0.46% 0.13%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.44% 2.25%
Underlying Index S&P Global 1200 Healthcare Sector Index S&P Health Care Select Sector Index
YTD Return 6.40% 7.38%
1-Year Return 19.27% 20.92%
3-Year Return 10.50% 11.61%
5-Year Return 9.16% 11.04%
10-Year Return 12.88% 15.23%

XLV description

The Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index.

XLV performance & returns

YTD Return 7.38%
1-Month Return 2.18%
3-Month Return 3.73%
1-Year Return 20.92%
3-Year Return 11.61%
5-Year Return 11.04%
10-Year Return 15.23%
XLV expense ratio is 0.13%.

XLV holdings

Top 10 Holdings (51.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 9.87%
UnitedHealth Group Inc UNH 7.45%
Merck & Co Inc MRK 5.20%
Pfizer Inc PFE 4.84%
AbbVie Inc ABBV 4.61%
Abbott Laboratories ABT 4.31%
Thermo Fisher Scientific Inc TMO 3.81%
Amgen Inc AMGN 3.70%
Eli Lilly and Co LLY 3.68%
Bristol-Myers Squibb Company BMY 3.54%

Other relevant XLV comparisons

You may also want to check out the following XLV comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

IXJ description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Global Healthcare Sector Index.

IXJ performance & returns

YTD Return 6.40%
1-Month Return 0.08%
3-Month Return 1.88%
1-Year Return 19.27%
3-Year Return 10.50%
5-Year Return 9.16%
10-Year Return 12.88%
IXJ expense ratio is 0.46%.

IXJ holdings

Top 10 Holdings (37.45% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 6.60%
UnitedHealth Group Inc UNH 4.99%
Roche Holding AG Dividend Right Cert. ROG 4.34%
Novartis AG NOVN 3.82%
Merck & Co Inc MRK 3.48%
Pfizer Inc PFE 3.24%
AbbVie Inc ABBV 3.08%
Abbott Laboratories ABT 2.88%
Thermo Fisher Scientific Inc TMO 2.55%
Amgen Inc AMGN 2.47%

Other relevant IXJ comparisons

You may also want to check out the following IXJ comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us